falling again, fifth day in a row, by the way, of session lows. 159 points down, red arrows, s&p and russell 2000. just sources from the meeting, but none appear to be positive, and as a result, the dow heading towards the closing bell. the holiday shopping season coming to a close, and the u.s., as we know now, on the edge of the fiscal cliff. what's that mean for retailers in 2013? we have a guest here. i love wisconsin, used to live in green bay, ken, thank you so much. tell me, what do you like when it comes to the retailers in 2013, what's the pick, and explain to me why. >> sure. i think the first place to start is to recognize that we're in an uncertain environment, and it's likely to stay that way given the news flow that we have. we're trying to take a balanced approach, first off, look for well-managed bids business -- businesses, and then can we find areas that may not be impacted by how strong the economy is? will consumers continue to spend with fast growth or slow growth in the united states? one to do well in the environment is the auto parts retailers. in particular we like o